J P MORGAN EXCHANGE TRADED F JPMB
USD EMRNG MKT · ETP · CUSIP 46641Q746
37
institutional holders
-3 vs Q1 2026
1.2m
shares reported held*
$49.5mreported value*
4 new
16 added
8 reduced
6 sold out
net sold ≈ $3.5m (-87.6k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $40.23.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 20 |
| Q4 2022 | 18 |
| Q1 2023 | 27 |
| Q2 2023 | 24 |
| Q3 2023 | 25 |
| Q4 2023 | 27 |
| Q1 2024 | 43 |
| Q2 2024 | 50 |
| Q3 2024 | 51 |
| Q4 2024 | 47 |
| Q1 2025 | 48 |
| Q2 2025 | 35 |
| Q3 2025 | 33 |
| Q4 2025 | 34 |
| Q1 2026 | 40 |
| Q2 2026 | 37 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 39 | 13 |
| Q4 2024 | 24 | 20 |
| Q1 2025 | 29 | 18 |
| Q2 2025 | 16 | 34 |
| Q3 2025 | 16 | 17 |
| Q4 2025 | 21 | 14 |
| Q1 2026 | 26 | 14 |
| Q2 2026 | 20 | 14 |
Biggest buyers
| ARQ WEALTH ADVISORS, LLC | Added | +38.0k |
| Forthright Family Wealth Advisory LLC | New | +28.3k |
| HSBC HOLDINGS PLC | Added | +18.5k |
| GTS SECURITIES LLC | New | +11.6k |
| Farther Finance Advisors, LLC | Added | +10.6k |
| MORGAN STANLEY | Added | +9.5k |
| Convergence Financial, LLC | Added | +9.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +6.0k |
| Dynamic Advisor Solutions LLC | New | +5.0k |
| Cambria Investment Management, L.P. | Added | +4.3k |
Biggest sellers
| JANE STREET GROUP, LLC | Reduced | -119.6k |
| OLD MISSION CAPITAL LLC | Sold out | -40.5k |
| LPL Financial LLC | Reduced | -37.8k |
| CITADEL ADVISORS LLC | Sold out | -15.0k |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Sold out | -11.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -9.6k |
| ROYAL BANK OF CANADA | Reduced | -1.8k |
| Pure Financial Advisors, LLC | Reduced | -778 |
| Focus Financial Network, Inc. | Reduced | -581 |
| Advisory Services Network, LLC | Sold out | -218 |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: FIRST TRUST PORTFOLIOS LP (4.0%, 2026-07-30)
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 268.7k $10.8m | Added +9.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 195.3k $7.9m | Reduced -9.6k |
| Cambria Investment Management, L.P. 0.30% of their portfolio | 150.9k $6.1m | Added +4.3k |
| RiverFront Investment Group, LLC 0.08% of their portfolio | 141.9k $5.7m | Added +1.7k |
| ARQ WEALTH ADVISORS, LLC 0.61% of their portfolio | 123.8k $4.9m | Added +38.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 61.6k $2.5m | Added +3.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 55.7k $2.2m | Added +18.5k |
| LPL Financial LLC 0.00% of their portfolio | 52.4k $2.1m | Reduced -37.8k |
| Forthright Family Wealth Advisory LLC 0.64% of their portfolio | 28.3k $1.1m | New |
| Convergence Financial, LLC 0.06% of their portfolio | 18.1k $730.4k | Added +9.3k |
| Focus Financial Network, Inc. 0.02% of their portfolio | 16.0k $646.3k | Reduced -581 |
| Pure Financial Advisors, LLC 0.01% of their portfolio | 15.6k $627.7k | Reduced -778 |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 14.8k $598.2k | Added +85 |
| 5T Wealth, LLC 0.21% of their portfolio | 14.3k $576.4k | Added +378 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 13.3k $537.5k | Reduced -119.6k |
| GTS SECURITIES LLC 0.01% of their portfolio | 11.6k $467.1k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 11.1k $447.1k | Added +6.0k |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 10.7k $430.9k | Added +10.6k |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 9.1k $366.6k | Added +2.5k |
| UBS Group AG 0.00% of their portfolio | 6.4k $258.3k | Added +83 |
| Dynamic Advisor Solutions LLC 0.01% of their portfolio | 5.0k $201.6k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 3.3k $133.2k | Added +120 |
| GAMMA Investing LLC 0.00% of their portfolio | 983 $39.6k | Added +570 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 799 $32.0k | Reduced -1.8k |
| MATHER GROUP, LLC. 0.00% of their portfolio | 699 $28.2k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 370 $14.9k | Unchanged |
| LGT Financial Advisors LLC 0.05% of their portfolio | 227 $9.2k | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 107 $4.3k | Unchanged |
| AlphaCore Capital LLC 0.00% of their portfolio | 87 $3.5k | Reduced -61 |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 82 $3.3k | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 50 $2.0k | Unchanged |
| HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio | 45 $1.8k | Unchanged |
| Elevated Capital Advisors, LLC 0.00% of their portfolio | 42 $1.7k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 41 $1.7k | New |
| EVOLUTION WEALTH MANAGEMENT INC. 0.00% of their portfolio | 33 $1.3k | Unchanged |
| Virtus Fixed Income Advisers, LLC 0.00% of their portfolio | 13 $524 | Reduced -6 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1 $26 | Added +1 |